IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.9M
2
+$12.4M
3
+$6.97M
4
AAPL icon
Apple
AAPL
+$6.88M
5
AMZN icon
Amazon
AMZN
+$6.65M

Top Sells

1
+$12.9M
2
+$6.11M
3
+$4.44M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.25M
5
FTEC icon
Fidelity MSCI Information Technology Index ETF
FTEC
+$3.47M

Sector Composition

1 Technology 10.91%
2 Financials 4.72%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
4326
$38 ﹤0.01%
2
4327
$38 ﹤0.01%
+17
4328
$38 ﹤0.01%
+6
4329
$38 ﹤0.01%
+2
4330
$37 ﹤0.01%
+2
4331
– –
0
4332
$37 ﹤0.01%
+1
4333
$37 ﹤0.01%
+1
4334
$36 ﹤0.01%
+10
4335
– –
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4336
$36 ﹤0.01%
+3
4337
$36 ﹤0.01%
+12
4338
– –
0
4339
$35 ﹤0.01%
+14
4340
– –
0
4341
$35 ﹤0.01%
+10
4342
$35 ﹤0.01%
+1
4343
$34 ﹤0.01%
+1
4344
$34 ﹤0.01%
+8
4345
$34 ﹤0.01%
+3
4346
$34 ﹤0.01%
+1
4347
– –
0
4348
– –
0
4349
$34 ﹤0.01%
+4
4350
$34 ﹤0.01%
+2
172 173
174
175 176